Ridgewood Investments’s Unity U Stock Holding History

Ridgewood Investments’s Portfolio U Stock Details U Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$275K	Sell	9,627 -1,500	-13%	-$39.9K	0.1%	193
2026 Q1	$244K	Buy	+11,127	New	+$309K	0.1%	190
2025 Q3	$764K	Sell	19,071 -125	-0.7%	-$4.63K	0.32%	94
2025 Q2	$465K	Sell	19,196 -6,222	-24%	-$137K	0.2%	119
2025 Q1	$423K	Buy	25,418 +1,144	+5%	+$25.8K	0.2%	128
2024 Q4	$545K	Hold	24,274	–	–	0.26%	101
2024 Q3	$549K	Sell	24,274 -3,503	-13%	-$60.5K	0.27%	99
2024 Q2	$452K	Buy	27,777 +449	+2%	+$9.61K	0.23%	117
2024 Q1	$730K	Buy	27,328 +6,186	+29%	+$194K	0.39%	82
2023 Q4	$864K	Buy	+21,142	New	+$652K	0.51%	66
2023 Q3	–	Sell	-1,902	Closed	-$82.6K	–	723
2023 Q2	$82.6K	Hold	1,902	–	–	0.05%	260
2023 Q1	$61.7K	Buy	+1,902	New	+$61.2K	0.04%	309

Other funds holding U

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Ridgewood Investments's U Position: Q2 2026 in Review

Ridgewood Investments reduced its Unity (U) stake by 13% in Q2 2026, selling an estimated $39.9K and leaving 9,627 shares worth $275K. The position accounts for 0.1% of the portfolio, ranked #193.

Ridgewood Investments first reported a position in U in Q1 2023 and has held it in 12 quarters since. The position peaked at $864K in Q4 2023. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

Ridgewood Investments held 9,627 shares of Unity worth $275K as of Q2 2026.
Ridgewood Investments sold 1,500 Unity shares in Q2 2026, an estimated $39.9K.
Unity made up 0.1% of Ridgewood Investments's portfolio in Q2 2026, its #193 holding.
Ridgewood Investments first reported a position in Unity in Q1 2023 and has held it in 12 quarters since.
Ridgewood Investments's Unity position peaked at $864K in Q4 2023.
564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.